Search results

  1. V

    Ag trade ideas

    classical "trading spreads and seasonals" by Joe Ross there is a little bit about seasonality in "The Complete Guide to Option Selling". Also this thread and site (but they are in russian, i don't know how easy it would be to read ii using google translate) http://profitseasons.ru/...
  2. V

    Ag trade ideas

    I don't think many farmers have multi-compartment grain storages and blending facilities. Elevator discounts are highest at harvest, then they decrease. Maybe it would be reasonable to sell it later this MY, i don't know. And what the problem with vomitoxin? 2015 average is 2.2 like previous...
  3. V

    Ag trade ideas

    "The soft red winter wheat crop, the type traded in Chicago, was, unusually, graded 3 overall – below the level needed to meet delivery against futures, without discounts." So, one can deliver his bad wheat, but he will get paid less
  4. V

    Energy Ideas Thread

    let's recover the topic. NG X-F We are near good resistance, bearish seasonality is starting, although i dont know fundamental reasons. I will consider short near -0.240
  5. V

    Ag trade ideas

    maybe you should try a trial?
  6. V

    Ag trade ideas

    one more interesting statistical entry LEV15-2*LEZ15+LEG16 seasonality is up we are near lows
  7. V

    Ag trade ideas

    yep, but keep in mind it's kinda high and one clever guy thinks spread can still visit 3.500
  8. V

    Ag trade ideas

    bought he v-z. but It's kinda high comparing with other years
  9. V

    Ag trade ideas

    kinda interesting statistic on lumber:
  10. V

    Ag trade ideas

    i think it's better to sell some spread, than to try buying @ bottom
  11. V

    Ag trade ideas

    kinda good notice, i don't know what to say
  12. V

    Ag trade ideas

    Maybe a good short term idea. That was written 5 days ago "Look for a spot to bull spread Sept/Dec meal next week after open interest from the Sept options comes off. Buy a break into the 7.00 to 9.00 area on Sept/Dec or buy the Sept/Oct/Dec butterfly around 3.50." Don't understand the reasons...
  13. V

    Ag trade ideas

    Going to buy mwz-h (@-17.00) Seasonality is up for september (although it didnt work good for hrs and hrw lately). Harvest progress is ahead of 5-year average. It looks like seasonal move starts often after harvest is near 80% complete, so it's the time also we are near historical lows...
  14. V

    Ag trade ideas

    I looked at them one time. But what the point? For cotton you can look at weekly crop progress. Maybe it would be useful for non-us commodities
  15. V

    Ag trade ideas

    Kinda interesting article about profitable investing strategy, based on calendar spreads And some interesting excerptions: "As we detail in Section 3 the rebalancing process is carried out using calendar spreads. This becomes particularly obvious when comparing the amount of noncommercial...
  16. V

    Ag trade ideas

    Found on twitter "So if this corn crop's about the same maturity as '14, bit lower g/e, & little lower yield what's w/ all the brown?" most producing states
  17. V

    Ag trade ideas

    kinda funny, how this BF follows seasonals
  18. V

    Ag trade ideas

    speaking about exports you can see the decline of hrw export is bigger. So demand is lower. Unfortunately, i've thought 'bout that after i've got stopped out again.
  19. V

    Ag trade ideas

    Maybe coz of tighter srw supply and lower wheat export because of higher price (hrw export is near 45% of production, srw is near 30%, so drop of export impacts on kansas more)
  20. V

    Ag trade ideas

    why? and do you know some source of seasonal charts for European commodities?
Back
Top